Amussen Hunsaker & Associates
Latest statistics and disclosures from Iron Gate Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AMZN, META, NVDA, AAPL, and represent 40.80% of Iron Gate Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$35M), QQQ (+$26M), BRK.B (+$7.6M), SMH (+$6.8M), AMZN, TSLA, V, SNOW, ICSH, VYM.
- Started 21 new stock positions in T, OTIS, PL, CRWV, VRT, TPG, TCOM, NEM, CRWD, GAMB. SNOW, BA, GE, SPXL, CARR, HQY, PDSB, CMI, FSK, SPLG, ABBV.
- Reduced shares in these 10 stocks: NVDA (-$18M), GOOG, AAPL, CATY, AXP, EMR, AVGO, META, CAT, HSY.
- Sold out of its position in WFC.
- Iron Gate Global Advisors was a net buyer of stock by $62M.
- Iron Gate Global Advisors has $1.0B in assets under management (AUM), dropping by 15.57%.
- Central Index Key (CIK): 0001131181
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Portfolio Holdings for Iron Gate Global Advisors
Iron Gate Global Advisors holds 103 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.2 | $96M | +8% | 190k | 503.42 |
|
| Amazon (AMZN) | 8.4 | $87M | +2% | 397k | 219.99 |
|
| Meta Platforms Cl A (META) | 8.2 | $85M | 116k | 732.29 |
|
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| NVIDIA Corporation (NVDA) | 7.5 | $78M | -18% | 417k | 186.38 |
|
| Apple (AAPL) | 7.5 | $77M | -2% | 303k | 254.88 |
|
| Alphabet Cap Stk Cl C (GOOG) | 6.3 | $66M | -2% | 269k | 243.46 |
|
| American Express Company (AXP) | 5.9 | $62M | -2% | 185k | 332.76 |
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| Microsoft Corporation (MSFT) | 5.8 | $60M | 116k | 517.65 |
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| Uber Technologies (UBER) | 4.2 | $43M | 442k | 97.98 |
|
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| Ishares Tr Ultra Short Dur (ICSH) | 4.1 | $43M | +3% | 843k | 50.74 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.9 | $41M | +641% | 61k | 666.23 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $30M | +573% | 50k | 600.17 |
|
| Raytheon Technologies Corp (RTX) | 2.6 | $27M | 161k | 167.10 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $26M | 106k | 243.06 |
|
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| Netflix (NFLX) | 2.5 | $26M | 22k | 1196.06 |
|
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| Visa Com Cl A (V) | 2.3 | $24M | +7% | 70k | 341.48 |
|
| Hershey Company (HSY) | 2.2 | $23M | 122k | 187.41 |
|
|
| Palo Alto Networks (PANW) | 1.6 | $17M | +2% | 84k | 203.65 |
|
| Air Products & Chemicals (APD) | 1.6 | $17M | 61k | 272.26 |
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| Palantir Technologies Cl A (PLTR) | 1.6 | $17M | 91k | 182.15 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $14M | +8% | 102k | 141.01 |
|
| Johnson & Johnson (JNJ) | 1.2 | $13M | 68k | 185.20 |
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|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $7.9M | +621% | 24k | 325.55 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.8M | 15k | 328.15 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $3.7M | -8% | 36k | 103.26 |
|
| Tesla Motors (TSLA) | 0.3 | $3.3M | +138% | 7.4k | 444.00 |
|
| Broadcom (AVGO) | 0.2 | $2.3M | -30% | 6.9k | 329.63 |
|
| Eaton Corp SHS (ETN) | 0.2 | $2.3M | 6.1k | 374.55 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.2M | -5% | 4.5k | 479.71 |
|
| Caterpillar (CAT) | 0.2 | $2.1M | -23% | 4.5k | 476.63 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.1M | -3% | 14k | 153.67 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.7M | +5% | 1.8k | 928.49 |
|
| Snowflake Com Shs (SNOW) | 0.2 | $1.6M | NEW | 7.1k | 225.84 |
|
| Cathay General Ban (CATY) | 0.1 | $1.5M | -50% | 31k | 47.84 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.5M | -9% | 2.6k | 569.12 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.4M | -21% | 23k | 58.84 |
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| Emerson Electric (EMR) | 0.1 | $1.1M | -50% | 8.6k | 130.72 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | 5.2k | 208.64 |
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|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.0M | -2% | 9.0k | 112.72 |
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| Home Depot (HD) | 0.1 | $926k | -11% | 2.3k | 405.07 |
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| McDonald's Corporation (MCD) | 0.1 | $908k | 3.0k | 304.13 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $905k | +120% | 1.5k | 612.43 |
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| PPG Industries (PPG) | 0.1 | $852k | -13% | 8.1k | 104.93 |
|
| Healthequity (HQY) | 0.1 | $852k | NEW | 9.0k | 94.14 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $838k | +175% | 1.1k | 762.81 |
|
| Pepsi (PEP) | 0.1 | $796k | -7% | 5.7k | 140.40 |
|
| Carrier Global Corporation (CARR) | 0.1 | $787k | NEW | 13k | 59.60 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 755010.00 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $743k | -4% | 2.4k | 315.59 |
|
| Chevron Corporation (CVX) | 0.1 | $724k | -13% | 4.7k | 155.40 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $722k | -8% | 2.0k | 355.29 |
|
| Merck & Co (MRK) | 0.1 | $669k | 8.0k | 83.85 |
|
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| Otis Worldwide Corp (OTIS) | 0.1 | $607k | NEW | 6.6k | 91.49 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $604k | NEW | 1.2k | 489.96 |
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| Oracle Corporation (ORCL) | 0.0 | $510k | 1.8k | 280.10 |
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| Allstate Corporation (ALL) | 0.0 | $468k | 2.2k | 214.75 |
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| Deere & Company (DE) | 0.0 | $459k | 1.0k | 456.91 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $438k | 1.6k | 278.66 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $428k | 4.9k | 87.28 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $403k | 1.4k | 281.76 |
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| Bank of America Corporation (BAC) | 0.0 | $394k | +42% | 7.6k | 51.61 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $390k | -39% | 1.6k | 239.79 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $375k | -33% | 2.7k | 140.16 |
|
| Morgan Stanley Com New (MS) | 0.0 | $375k | 2.4k | 159.28 |
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| Republic Services (RSG) | 0.0 | $372k | 1.6k | 230.20 |
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| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $371k | NEW | 1.7k | 212.10 |
|
| Yum! Brands (YUM) | 0.0 | $369k | 2.4k | 152.25 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $341k | -25% | 4.1k | 84.10 |
|
| Ge Aerospace Com New (GE) | 0.0 | $331k | NEW | 1.1k | 300.97 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $330k | -11% | 9.0k | 36.79 |
|
| Abbvie (ABBV) | 0.0 | $328k | NEW | 1.4k | 231.80 |
|
| Pfizer (PFE) | 0.0 | $324k | -30% | 13k | 25.45 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $319k | 1.4k | 222.05 |
|
|
| salesforce (CRM) | 0.0 | $309k | +37% | 1.3k | 236.53 |
|
| Ge Vernova (GEV) | 0.0 | $306k | -9% | 499.00 | 613.72 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $299k | 2.4k | 124.60 |
|
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| Corcept Therapeutics Incorporated (CORT) | 0.0 | $292k | 3.5k | 83.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $281k | 419.00 | 669.46 |
|
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| Te Connectivity Ord Shs (TEL) | 0.0 | $274k | 1.3k | 219.23 |
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| Sempra Energy (SRE) | 0.0 | $270k | 3.0k | 90.08 |
|
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| Newmont Mining Corporation (NEM) | 0.0 | $270k | NEW | 3.2k | 84.11 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $269k | 8.6k | 31.46 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $263k | -34% | 1.9k | 139.25 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $260k | 5.8k | 45.08 |
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| At&t (T) | 0.0 | $258k | NEW | 9.1k | 28.25 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $243k | 320.00 | 758.64 |
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| Hancock Holding Company (HWC) | 0.0 | $239k | 3.8k | 62.48 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $237k | NEW | 1.7k | 136.97 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $233k | NEW | 3.0k | 78.38 |
|
| Cummins (CMI) | 0.0 | $232k | NEW | 548.00 | 422.77 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $231k | +9% | 5.9k | 39.04 |
|
| Chubb (CB) | 0.0 | $220k | -44% | 781.00 | 282.19 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $215k | 1.5k | 142.09 |
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| Trip Com Group Ads (TCOM) | 0.0 | $213k | NEW | 2.8k | 75.36 |
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| Boeing Company (BA) | 0.0 | $210k | NEW | 974.00 | 215.53 |
|
| Glacier Ban (GBCI) | 0.0 | $208k | -11% | 4.3k | 48.58 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $208k | NEW | 1.4k | 150.37 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $204k | 2.2k | 91.76 |
|
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| TPG Com Cl A (TPG) | 0.0 | $201k | NEW | 3.5k | 57.51 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $186k | NEW | 12k | 14.93 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.0 | $130k | NEW | 10k | 13.00 |
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| Gambling Com Group Ordinary Shares (GAMB) | 0.0 | $84k | NEW | 10k | 8.15 |
|
| Pds Biotechnology Ord (PDSB) | 0.0 | $77k | NEW | 75k | 1.02 |
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Past Filings by Iron Gate Global Advisors
SEC 13F filings are viewable for Iron Gate Global Advisors going back to 2017
- Iron Gate Global Advisors 2025 Q3 filed Nov. 14, 2025
- Iron Gate Global Advisors 2025 Q2 filed Aug. 14, 2025
- Iron Gate Global Advisors 2025 Q1 restated filed May 27, 2025
- Iron Gate Global Advisors 2024 Q4 filed Feb. 13, 2025
- Iron Gate Global Advisors 2024 Q3 filed Nov. 14, 2024
- Iron Gate Global Advisors 2024 Q2 filed Aug. 14, 2024
- Iron Gate Global Advisors 2024 Q1 filed May 15, 2024
- Amussen Hunsaker Associates 2023 Q3 filed Nov. 13, 2023
- Amussen Hunsaker Associates 2023 Q2 filed Aug. 10, 2023
- Amussen Hunsaker Associates 2023 Q1 filed May 15, 2023
- Amussen Hunsaker Associates 2022 Q4 filed Feb. 8, 2023
- Amussen Hunsaker Associates 2022 Q3 filed Nov. 14, 2022
- Amussen Hunsaker Associates 2022 Q2 filed Aug. 15, 2022
- Amussen Hunsaker Associates 2022 Q1 filed May 11, 2022
- Amussen Hunsaker Associates 2021 Q4 restated filed Feb. 15, 2022
- Amussen Hunsaker Associates 2021 Q4 filed Feb. 14, 2022